Index
User manual - Index
- Index
- How to Use This Manual
- For All Users
- For Administrators (Finflux Platform)
- Instructions for Local Deployments
- Initial System Set Up
- Administration
- Users
- Organization
- Manage Offices
- Currency Configuration
- Manage Holidays
- Manage Employees
- Bulk Loan Reassignment
- Standing Instructions History
- Teller / Cashier Management
- Fund Mapping
- Working Days
- Password preferences
- Payment type
- Create provisioning criteria
- SMS Campaigns
- Message Gateway Configuration
- Daily Teller Cash Management
- Entity Data Table Checks
- Risk and Fraud Management
- NACH
- Manage Fund
- Assign Fund
- System
- Manage Data Tables
- Audit Trails
- Manage Codes
- Manage Reports
- Manage Scheduler Jobs
- Configure Maker-Checker Tasks
- Global Configuration
- Manage Hooks
- Account Number Preferences
- Entity To Entity Mapping
- External Services
- Client Deduplication Weightages
- External Authentication Service
- Roles (Permission Groups) and Permissions
- Products
- Loan Products
- Loan Product Fields
- NPA Suspense account mapping
- Setting up Minimum Days between Disbursal and First Repayment
- Product Mix
- Savings Products
- Fixed Deposit Products
- Charges
- Floating Rate
- Recurring Deposit
- Interest Calculations for Deposit Products
- Overdraft Product
- Share products
- Manage Tax configuration
- Loan EMI Packs
- Transaction Authentications
- Credit Bureau Check Mapping
- Loan Products
- Bulk Operation
- Insurance (one time setup)
- Accounting
- For Operational Users (Finflux Web)
- Checker Inbox & Tasks
- Clients,Groups and Centers
- Accounts and Transactions
- Cash Transaction Processing
- Deposit Accounts
- Finflux Saving Accounts
- How to Create a Saving Account Application
- How to Modify a Saving Account Application
- How to Approve a Saving Account Application
- How to Reject a Saving Account Application
- How to Withdraw a Saving Account Application
- How to Delete a Saving Account Application
- How to create Saving Accounts
- How To Create Group Saving Account
- How to Activate a Saving Account
- How to create Overdraft account
- How to Add a Charge to a Saving Account
- How to Make a Deposit to a Saving Account
- How to Make a Withdrawal from a Saving Account
- How to Calculate Interest for a Saving Account
- How to Post Interest to a Saving Account
- How to Close a Saving Account
- How to Block the Account
- How to Block Credits
- How to Block Debits
- How to Hold Amounts
- How to Transfer funds from a Saving Account
- Standing Instructions
- Term Deposit Accounts (Fixed Deposit / Recurring Deposit)
- How to Delete a Term Deposit Account Application
- How to Create a Term Deposit Account Application
- How to Post Interest to a Term Deposit Account
- How to Reject a Term Deposit Account Application
- How to Withdraw a Term Deposit Account Application
- How to Activate a Term Deposit Account
- How to Make a Deposit to a Recurring Term Deposit Account
- How to Calculate Interest for a Term Deposit Account
- How to Close a Term Deposit Account
- How to Add a Charge to a Term Deposit Account
- How to Approve a Term Deposit Account Application
- How to Modify a Term Deposit Account Application
- Creating Recurring Deposit Account:
- Finflux Saving Accounts
- Share Accounts
- Loan Accounts
- How to Create a Loan Account Application
- How to Modify a Loan Account Application
- How to Approve a Loan Account Application
- How to Reject a Loan Account Application
- How to Withdraw a Loan Account Application
- How to Delete a Loan Account Application
- How to Make Repayments on a Client Loan Account
- Track Loan Performance History
- How to Add a Charge to a Loan Account
- How to Assign a Loan Officer
- How to Add Collateral to a Loan Account
- How to Add / Remove / Modify a Guarantor to a Loan Account
- How to Manage Loan Account Disbursment
- How to Make Repayments on a Group Loan Account
- Using collection sheet or other payment types for making payments
- How to Waive Interest for a Loan Account
- How to Write-off a Loan Account
- How to Close a Loan Account as Rescheduled
- How to Close a Loan Account
- Making Prepay of the loan
- How to Prepay a Loan Account
- How To Create Group Loan Account
- How to Process Bulk JLG Loan Application
- How to generate - Loan transactions report
- How to reschedule loan
- How to provide floating rates
- How to provide variable installments
- How to create new loan - Interest Recalculation
- Tranche loan process
- Loan with term vary based on loan cycle
- How to Place Guarantee Funds On-Hold?
- Loan Repayment Via PDC
- Accounting operations
- Teller/Cashier Procedures
- Workflows
- BSS User Manual
- Insurance (Operational)
- Glossary of Terms
(Draft) - Are the drafted(Not-completed) documents